This course introduces a structured approach to tax planning and emphasizes the critical role tax practitioners play in delivering proactive, value-added client service. Participants will explore the purpose and importance of tax planning, examine common tax planning frameworks, and evaluate how different strategies apply across varying client circumstances. Through fact-based scenarios and interactive group exercises, attendees will analyze client data to identify tax-saving opportunities and determine appropriate planning techniques. By the end of the course, participants will be equipped to integrate tax planning strategies into broader client engagements in a practical and defensible manner.